Director, Financial Planning & Analysis

Description In this position you will optimize business financial results and revenue development by proactively monitoring financial trends and key performance metrics and responding with value-added analysis to facilitate decision making. This individual will manage the active contributors to the development of overall business strategies and the day-to-day operations of the business. Specific activities include building and maintaining organized and easy to follow financial operating models, analyzing and modeling the business using SaaS KPI’s, maintaining model version control, guiding commercial analysis, operational reviews, pricing, financial planning and forecasting, support of strategic initiatives, insight for customer contracts and negotiations, business expansion and providing value-added financial insight to the business leaders. This individual will play a key part in preparing business reviews with both the internal management team and our Private Equity partners. This individual will use their knowledge of the business and finance to coach, collaborate, and challenge their leaders while providing unique insights through use of established analytics, reporting and information processes. This person will also manage a team of Financial Analysts and will be a key partner to the CFO. This role reports to the CFO. What you'll do: Manages a team of Finance business partners and/or Analysts Maintains strong interpersonal relationships with Executive level leadership & Private Equity partners Influences senior leadership through financial interpretation and explanation Understands the business to provide business trends and insightful analysis of the details and summary level information to allow the leadership team to make informed and prudent business decisions to improve the financial performance of the business Supports the business in its growth initiatives - from organic to strategic investments / acquisitions opportunities Evaluate and advise the business on TAM expansion opportunities Owns and manages all aspects of the annual and monthly planning, forecasting, and reporting processes Build and maintain detailed Excel based operating models. ?A key to success will be building and maintaining detailed and organized driver-based models using industry standard SaaS KPI’s Scenario planning and version control of financial statements and forecasts Delivers comprehensive analysis of the financial results and key metrics of the business to leadership.? Provide the status of the business with respective comparisons to budget, prior year, and outlooks Understands the impact of unusual items that skew the interpretation of the true financial performance of the business (i.e. management of one time events / expenses) Provide insightful commentary on business performance to executive leadership Investigates results that do not line up with expectations and follow up on any corrections and long-term root cause resolution needed Creates presentations for executive management & Private Equity partners. Develops financial models for special projects to provide support for decision making Collaborates across peers to drive consistency and best practices Challenges conventional ideas in a group and one on one settings Partners closely with other internal groups to improve processes and increase controls Own and maintain the FP&A Software Platform (Anaplan) to streamline and organize operations across FP&A Requirements What you'll have: Bachelor’s degree in business, Finance, Accounting, or related discipline.? MBA preferred. 10+ years of experience in financial analysis and/or accounting 5+ years of management experience Prior experience with NetSuite, Anaplan and PowerBI preferred.? Individual will be responsible for maintaining Anaplan business models along with other key data sources Proven experience building strong high trust relationships across executive leadership/senior management teams Proven experience managing detailed financial operating models – managing driver-based assumptions, KPI’s, version control/scenario analysis, budget vs actual reporting with business groups Highly proficient in the use of the Microsoft Excel and solid proficiency in the other Microsoft Office suite (Power Point, Word). High level of attention to detail and ability to work independently Solid quantitative and presentation skills Strong influencing, communication (written and verbal) and financial analysis skills Excellent organizational skills and ability to effectively manage priorities and projects in a fast-paced and dynamic environment Prior Private equity or portfolio/investment management experience required - this role will partner directly with both internal executive leadership and PE partners Prior SaaS/Software industry experience required

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